From InvestmentNews
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Summary: This past year was an explosive one for financial adviser technology.Technology vendors, including competing ones, were announcing full-blown integrations, data aggregation and analytics jumped to the top of advisers' to-do lists, and institution after institution either picked up or announced a robo-adviser platform in the making for its adviser clients.
From Financial Planning
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Summary: What were the most-read stories of the past year? We found a few surprises when we saw the topics that grabbed your attention. Financial Planning readers were hungry for knowledge of dividend-yielding stocks, they demanded to know why the AUM fee is toast and they chuckled (was it schadenfreude?) over the five dumbest investing bets.
From InvestmentNews
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Summary: Who says business apps have to be boring? Here is a list of efficiency-driven apps that save time and money for advisers (and everyone else in their practices!)
From On Wall Street
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Summary: The coming year will bring rapid changes in technology, regulations and in M&A. But which developments will be the most important to your practice and your clients? We’ve done the heavy lifting for you so you can stay ahead of your competition. Here are the trends to watch in 2016.
From wealthmanagement.com
Added on December 2015 in M&A Issues
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Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.
